Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Buy |
137,169
+14,556
| +12% | +$141K | ﹤0.01% | 1612 |
|
|
2025
Q1 | $1.22M | Buy |
122,613
+19,138
| +18% | +$191K | ﹤0.01% | 1554 |
|
|
2024
Q4 | $918K | Buy |
103,475
+18,216
| +21% | +$162K | ﹤0.01% | 1724 |
|
|
2024
Q3 | $996K | Buy |
85,259
+48,464
| +132% | +$566K | ﹤0.01% | 1607 |
|
|
2024
Q2 | $411K | Sell |
36,795
-32,072
| -47% | -$358K | ﹤0.01% | 2198 |
|
|
2024
Q1 | $839K | Sell |
68,867
-11,325
| -14% | -$138K | ﹤0.01% | 1639 |
|
|
2023
Q4 | $1.27M | Buy |
80,192
+15,914
| +25% | +$252K | ﹤0.01% | 1278 |
|
|
2023
Q3 | $861K | Sell |
64,278
-8,710
| -12% | -$117K | ﹤0.01% | 1401 |
|
|
2023
Q2 | $979K | Sell |
72,988
-44,760
| -38% | -$601K | ﹤0.01% | 1325 |
|
|
2023
Q1 | $1.86M | Buy |
117,748
+11,004
| +10% | +$174K | 0.01% | 992 |
|
|
2022
Q4 | $1.81M | Buy |
106,744
+26,179
| +32% | +$444K | 0.01% | 976 |
|
|
2022
Q3 | $1.07M | Buy |
80,565
+46,434
| +136% | +$618K | ﹤0.01% | 1020 |
|
|
2022
Q2 | $499K | Buy |
34,131
+4,710
| +16% | +$68.9K | ﹤0.01% | 1124 |
|
|
2022
Q1 | $588K | Buy |
29,421
+14,697
| +100% | +$294K | ﹤0.01% | 1085 |
|
|
2021
Q4 | $206K | Buy |
+14,724
| New | +$206K | ﹤0.01% | 1149 |
|